The Shkreli Pill

In this episode, Martin highlights what he sees as a particularly attractive opportunity in the market and explains the reasoning behind his view. He also analyzes Take-Two, Amgen, Bloom Energy (BE), and Marvell Technology (MRVL), examining their valuations, growth prospects, and the factors shaping his outlook on each stock.

In this episode, Martin examines why repeatedly buying market dips can fail and discusses the conditions that make the strategy particularly risky. He also looks back at the trade that helped launch his career, explaining the opportunity he identified, how he approached the position, and the impact it had on his development as an investor.

In this episode, Martin explains why he believes AI has already demonstrated its ability to generate profits and discusses what that means for investors looking at the sector. He revisits Micron and the semiconductor market, analyzes AbbVie from a pharmaceutical perspective, and takes a closer look at Cerebras (CBRS) and its position within the growing AI infrastructure industry.

In this episode, Martin revisits his short thesis on Sellas (SLS) and explains why recent developments are causing him to reconsider parts of the trade. He reviews the factors influencing his updated outlook and looks back at some of his best short calls, discussing the setups and analysis behind those positions.

In this episode, Martin reviews his current short positions and explains the reasoning behind his bearish trades. He takes a closer look at Rocket Lab (RKLB), examines Evommune from a biotech perspective, and revisits Micron (MU) as he assesses valuations and opportunities across the semiconductor market.

In this episode, Martin highlights a common mistake he believes investors make when evaluating biotech companies and explains how it can affect valuations and investment decisions. He then lays out his short thesis on Sellas (SLS), examining the company’s pipeline and clinical outlook, before turning to Tenax Therapeutics and its potential within the biotech sector.

In this episode, Martin speaks with a biotech trader about his high-risk approach to investing and the positions putting his portfolio at risk. He breaks down the dangers of concentrated biotech bets, discusses position sizing and risk management, and offers his perspective on how the trader could approach his investments differently.

In this episode, Martin discusses what he sees as increasingly clear signs of a market bubble and examines the forces driving semiconductor valuations. He takes a closer look at Micron (MU), Intel, and Kioxia, comparing their positions within the memory and chip markets, before sharing his perspective on Apple and the broader technology sector.

In this episode, Martin explains his criticism of SharonAI and the concerns behind his claims about the project. He also responds to Aschenbrenner and their differing perspectives, introduces a new biotech long position, and discusses why he remains bullish on OpenAI and the broader AI sector.

In this episode, Martin compares Samsung and Micron’s memory businesses, examining sales trends and their positions within the semiconductor cycle. He discusses what could come next for the memory market, takes a closer look at Kioxia stock, and shares his perspective on Nvidia and the broader demand for AI-related chips.

In this episode, Martin delivers a full analysis of Micron, examining the company’s business, valuation, and position within the semiconductor and memory markets. He breaks down the factors influencing demand, competition, and future growth before giving his overall verdict on Micron stock.

In this episode, Martin revisits Abivax and discusses what could come next for the company following its recent developments. He explains why he’s buying more Spruce Biosciences (SPRB) and shares his latest views on Biohaven. He also turns to the semiconductor sector with analysis of Micron and SK Hynix and their positioning in the memory-chip market.

In this episode, Martin demonstrates new features added to the Godel Terminal and walks through how they work in practice. He highlights updates to the platform’s research and analysis tools, explains how he incorporates them into his investing workflow, and shows how the terminal can be used to evaluate stocks and market data.

In this episode, Martin takes a closer look at Intel’s valuation and explains why he considers the stock extremely expensive at its current level. He examines the company’s fundamentals, growth expectations, and competitive position in the semiconductor industry while outlining the factors behind his view on Intel.

In this episode, Martin highlights a stock he believes has the potential to double and walks through the reasoning behind his outlook. He also analyzes Amgen, Viking Therapeutics (VKTX), Vaxcyte (PCVX), and Cullinan Therapeutics (CGEM), comparing their pipelines, valuations, and potential opportunities across the biotech sector.

A chaotic but surprisingly insightful long-form finance lecture where Martin Shkreli breaks down investing, valuation, market psychology, and stock analysis in a very internet-native way. The session mixes practical hedge-fund style thinking with off-the-cuff rants, covering topics like reading financial statements, spotting competitive advantages, valuing growth companies, and avoiding emotional...

In this episode, Martin discusses comparisons made between himself and historic industrial figures such as John D. Rockefeller, focusing on accusations of monopoly-like behavior and market control. He reflects on government scrutiny, antitrust themes, and how these narratives shaped both his legal battles and public reputation.

In this episode, Martin reflects on the major events that shaped his career and public image, from managing a hedge fund to becoming the focus of legal and media scrutiny. He discusses his trial, time in prison, and the challenges of rebuilding his career afterward, while sharing his perspective on controversy, resilience, and making a comeback in finance and online media.

In this episode, Martin reflects on the public reputation that followed him after years of media scrutiny and controversy. He discusses how being labeled “the most hated man in America” affected his personal life, public image, and interactions with both supporters and critics, while offering his perspective on how the narrative around him developed.

In this episode, Martin argues that the semiconductor cycle may have reached its peak and examines whether the market has entered a speculative “mania” phase. He breaks down the signals he’s watching across chip stocks, investor sentiment, and AI-driven momentum to explain why he believes the sector could be nearing a turning point.

In this episode, Martin analyzes SanDisk and explains why he believes the stock may present a compelling short opportunity. He reviews the company’s fundamentals, market positioning, and broader semiconductor trends while outlining the factors influencing his bearish outlook.

In this episode, Martin responds to allegations involving a fellow Albanian connected to a JPMorgan office incident and explains why he believes the claims are inaccurate or overstated. The discussion expands into broader themes around media narratives, public perception, and how controversy can shape reputations in finance and online communities.

In this episode, Martin discusses developments around a potential oral PGL-1 breakthrough and what it could mean for the broader biotech landscape. He also walks through an advanced transcript on Godel, explaining how he uses it to analyze complex scientific and market information.

In this episode, Martin discusses why he believes private equity has already positioned itself in what could become the next Nvidia. He examines what this early institutional interest may signal for the future of AI stocks and outlines how he’s thinking about the next phase of the sector’s growth.

Panel: Martin Shkreli, Adrian Dittmann, Outa. Recorded on 12/23/2025.